WealthShield Partners’s WisdomTree International Equity Fund DWM Stock Holding History

WealthShield Partners’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-45	Closed	-$2K	–	247
2018 Q3	$2K	Hold	45	–	–	﹤0.01%	241
2018 Q2	$2K	Hold	45	–	–	﹤0.01%	229
2018 Q1	$2K	Hold	45	–	–	﹤0.01%	219
2017 Q4	$3K	Buy	+45	New	+$2.48K	﹤0.01%	209

Other funds holding DWM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthShield Partners's DWM Position: Q4 2018 in Review

WealthShield Partners sold out of WisdomTree International Equity Fund (DWM) in Q4 2018, closing a stake of 45 shares — an estimated $2K sold.

WealthShield Partners first reported a position in DWM in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q4 2017. 122 funds tracked by Wall St. Rank hold DWM as of Q4 2018.

WealthShield Partners reported no remaining WisdomTree International Equity Fund position as of Q4 2018 after selling out during the quarter.
WealthShield Partners sold 45 WisdomTree International Equity Fund shares in Q4 2018, an estimated $2K.
WealthShield Partners first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 4 quarters.
WealthShield Partners's WisdomTree International Equity Fund position peaked at $3K in Q4 2017.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2018.

Based on WealthShield Partners's 13F filing for Q4 2018, filed 14 Feb 2019.